Three wealth-management technology providers introduced new offerings this week aimed at easing specific pain points for financial advisors: the high cost of launching an RIA, the friction of getting estate plans signed, and the need for a planning framework that goes beyond software.
DeepVest's Day One Program
DeepVest, which markets itself as an agentic front office for advisors, launched the Day One Program, offering its full platform for $100 per advisor per month for the first 12 months. To qualify, an RIA must have been operating for no more than two years and have three advisors or fewer.
The package includes four modules: AdvisorLab, which converts prospect account statements into portfolio diagnostics and client proposals; DataLab, a research terminal covering equities, ETFs, crypto, currencies, commodities, rates, and macroeconomic data; AgentLab, which handles portfolio analysis, optimization, scenario modeling, stress testing, and rebalancing; and MonitorLab, which tracks market-moving developments and sends alerts. Subscribers also get client intelligence tools, risk and suitability workflows, and firmwide AI governance controls. DeepVest says the software integrates with existing custodians and CRMs, so it doesn't replace them.
“AI is changing how wealth management teams operate, and for a lot of advisors that means real uncertainty about where they fit in a leaner industry,” said DeepVest CEO Toby Wade. “We created DeepVest Day One because we think that uncertainty is also an opportunity: advisors who choose to start out on their own shouldn't have to do it without the same institutional-grade tools the biggest firms already have.”
Vanilla's Mobile Notary
Vanilla's new service addresses the final step of estate planning: getting documents properly executed. According to the company, finalized plans can go unsigned for weeks while clients try to line up witnesses and a notary around bank hours or a trip to a retail store.
With Mobile Notary, any Vanilla client with a finalized plan can book a background-checked notary through a Snapdocs integration on the client's Vanilla dashboard. The notary comes to a time and place the client chooses. Snapdocs says its network has more than 140,000 credentialed notaries across all 50 states, covering more than 70 languages. Once documents are signed, clients upload them to the dashboard, where the advisor can see them. Advisors don't need to set anything up.
“Advisors do the meaningful work of helping families plan for what matters most, and they deserve to see that work carried all the way through,” said Gene Farrell, CEO of Vanilla. “Mobile Notary gives advisors one less thing to chase and gives their clients a simple, convenient way to finish their plan on their own schedule.”
Libretto's Learning Hub
Libretto launched Libretto Insights, an education hub for advisors. Topics include valuing human capital, working with ultra-high-net-worth clients, rethinking risk management, going beyond Monte Carlo analysis, and AI's growing role in wealth management.
The platform maps a client's lifetime wealth, including private assets, liabilities, and expected future inflows. It then treats the client's liquid investments as a “completion portfolio” built around that client's specific goals and risks. While initially built for ultra-high-net-worth clients, Libretto says its approach works for clients at any wealth level.
“Technology alone doesn't create better advice,” said Jeffery Coyle, founder and CEO of Libretto. “Advisors also need a framework for thinking differently about planning, investing, and risk. Libretto Insights gives us a place to share more of that education with the advisor community.”
These launches come as other fintechs debut agentic AI tools to automate advisor workflows, and as private credit funds trade at steep discounts amid redemption pressures. Advisors navigating these trends may find the new tools useful, though financial education remains underutilized in many settings.
